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Regent Peak Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Buy
153,565
+1,418
+0.9% +$211K 4.33% 5
2026
Q1 		$22.2M Buy
152,147
+56,223
+59% +$8.38M 4.53% 6
2025
Q4 		$13.3M Sell
95,924
-2,361
-2% -$329K 2.63% 12
2025
Q3 		$13.8M Buy
+98,285
New +$13.7M 2.76% 11
2025
Q1 		$13.2M Sell
97,187
-7,818
-7% -$1.05M 3.11% 9
2024
Q4 		$13.9M Buy
105,005
+16,754
+19% +$2.34M 3.11% 10
2024
Q3 		$12.5M Buy
88,251
+4,837
+6% +$654K 2.88% 10
2024
Q2 		$10.6M Sell
83,414
-1,180
-1% -$152K 2.43% 12
2024
Q1 		$11.1M Sell
84,594
-11,546
-12% -$1.45M 2.82% 9
2023
Q4 		$12M Sell
96,140
-39,026
-29% -$4.58M 3.26% 6
2023
Q3 		$15.5M Buy
135,166
+4,849
+4% +$592K 4.75% 5
2023
Q2 		$16M Sell
130,317
-4,922
-4% -$601K 4.65% 6
2023
Q1 		$16.7M Buy
135,239
+40,247
+42% +$5.06M 5.18% 4
2022
Q4 		$11.9M Buy
94,992
+38,331
+68% +$4.73M 3.9% 6
2022
Q3 		$6.32M Sell
56,661
-74,123
-57% -$9.13M 2.22% 11
2022
Q2 		$15.5M Sell
130,784
-4,387
-3% -$547K 5.07% 4
2022
Q1 		$17.3M Buy
135,171
+29,880
+28% +$3.78M 4.97% 4
2021
Q4 		$13.6M Buy
105,291
+63,213
+150% +$7.87M 3.7% 7
2021
Q3 		$4.95M Buy
42,078
+12
+0% +$1.47K 1.42% 16
2021
Q2 		$5.18M Sell
42,066
-686
-2% -$84.8K 1.45% 16
2021
Q1 		$5.05M Buy
42,752
+2,531
+6% +$284K 1.66% 14
2020
Q4 		$4.26M Sell
40,221
-1,800
-4% -$182K 1.42% 15
2020
Q3 		$3.88M Sell
42,021
-53,259
-56% -$5.02M 1.65% 14
2020
Q2 		$8.69M Buy
95,280
+4,257
+5% +$374K 3.94% 7
2020
Q1 		$7.27M Buy
91,023
+1,122
+1% +$111K 4.05% 6
2019
Q4 		$9.67M Buy
+89,901
New +$9.44M 4.41% 6

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Regent Peak Wealth Advisors's SDY Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.93% in Q2 2026, buying an estimated $211K and bringing the position to 153,565 shares worth $23.4M. The position accounts for 4.33% of the portfolio, ranked #5.

Regent Peak Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. 271 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Regent Peak Wealth Advisors held 153,565 shares of State Street SPDR S&P Dividend ETF worth $23.4M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 1,418 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $211K.
  • State Street SPDR S&P Dividend ETF made up 4.33% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • 271 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.